CAMBRIDGE FINANCIAL Overview
Cambridge Financial Group Inc. is an investment advisor that manages 229.2 MM dollars in regulatory AUM and has 7 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 06/30/05 to 03/31/21. The fund's latest filing disclosed 227MM in positions, representing 99% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/05 to 03/31/21. The fund's latest filing disclosed 227MM in positions, representing 99% of the manager's regulatory AUM.
CAMBRIDGE FINANCIAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CAMBRIDGE FINANCIAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| OKE | 4.04% | Energy | 6.61% | -0.05% | 0 | 0% | ||
| BAC | 3.9% | Financials | 0.65% | -0.13% | 0 | 0% | ||
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FEATURED IN
CAMBRIDGE FINANCIAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Gregory J. Bauer | Chairman, Treasurer, Director, Chief Compliance Officer | January-1986 |
| Earl V. Newsome | President, Secretary, Director | October-1991 |
| Robert A. Mclaughlin | Executive Vice President | July-1996 |
CAMBRIDGE FINANCIAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
CAMBRIDGE FINANCIAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss.
The Core Equity Investment Strategy.
The Core Equity investment process utilizes quantitative disciplines developed by Greg Bauer. The CFG Core Equity portfolio consists of 30 stocks, 20 of which are selected on price momentum; the remaining 10 are selected based on relative value. Momentum positions are evaluated monthly and value positions are evaluated annually. Ten of the momentum stocks are selected from the S&P 500. This is referred to as the S&P 500 Momentum portion of the portfolio. The remaining 10 momentum stocks and the value stocks are selected from the Cambridge Financial Group Index (CFGI), which is a subset of the S&P 500. The value portion of the portfolio is also selected from the CFGI.
The process Cambridge utilizes identifies emerging market leaders and provides a mechanism to select those stocks exhibiting superior relative performance versus the index. Concur...
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The Core Equity Investment Strategy.
The Core Equity investment process utilizes quantitative disciplines developed by Greg Bauer. The CFG Core Equity portfolio consists of 30 stocks, 20 of which are selected on price momentum; the remaining 10 are selected based on relative value. Momentum positions are evaluated monthly and value positions are evaluated annually. Ten of the momentum stocks are selected from the S&P 500. This is referred to as the S&P 500 Momentum portion of the portfolio. The remaining 10 momentum stocks and the value stocks are selected from the Cambridge Financial Group Index (CFGI), which is a subset of the S&P 500. The value portion of the portfolio is also selected from the CFGI.
The process Cambridge utilizes identifies emerging market leaders and provides a mechanism to select those stocks exhibiting superior relative performance versus the index. Concur...
Get the Full Report
CAMBRIDGE FINANCIAL Portfolio Concentration
CAMBRIDGE FINANCIAL Location
4100 HORIZONS DRIVE, SUITE 200
COLUMBUS, Ohio
UNITED STATES, 43220
COLUMBUS, Ohio
UNITED STATES, 43220
CAMBRIDGE FINANCIAL Contact Information
Phone Number: 614-457-1530
Fax Number: 614-457-1931
Website: http://www.cfginc.net
Fax Number: 614-457-1931
Website: http://www.cfginc.net
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